Business Development Associate

iServe Residential Lending, LLC NMLS #2914

. Support and grow the branch’s networks of mortgage broker and real estate agent partners .

Posted 11/11/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing broker relationships and Third-Party loan processes while effectively communicating loan products and underwriting guidelines. Proven ability to meet sales goals and engage in business development activities to drive growth.

Highest-signal resume keywords

Third Party Origination (TPO) LendingLoan Origination System (LOS)Product and Pricing Engine (PPE)Account ManagementSales and Marketing Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ProcessingUnderwriting GuidelinesWholesale PricingBroker OnboardingMarket Trend AnalysisMathematical SkillsCRM TrackingDetail OrientationMultitaskingProblem Solving

Soft Skills

Interpersonal SkillsCommunication SkillsSelf-MotivationProfessionalismGoal Orientation

Tools & Technologies

Microsoft OfficeLoan Origination System (LOS)Product and Pricing Engine (PPE)CRM SoftwareSocial Media Marketing

Industry Keywords

Mortgage BrokerReal Estate AgentLoan ProductsBroker AccountsBusiness DevelopmentNetworkingComplianceConsumer Loan InquiriesMarketing MaterialsCommunity Events

About the role

Key responsibilities & impact

Support and grow the branch’s networks of mortgage broker and real estate agent partners
Manage an assigned book of broker accounts and territory
Oversee intake and fulfillment of Third-Party loans from submission through closing and funding
Educate broker and real estate partners on loan products, underwriting guidelines, pricing, and submission requirements
Provide wholesale pricing, lock support, and loan scenario guidance using company pricing and product tools
Escalate pricing exceptions and complex scenarios to the appropriate department
Monitor broker production, activity, trends, loan pipelines, and turn times to identify growth opportunities
Manage broker approval and onboarding, including reviewing applications, agreements, and credentials
Meet or exceed monthly funded volume, unit, and pull-through goals
Coordinate with processing, underwriting, closing, funding, branch, and corporate teams
Keep broker partners informed of conditions and milestones and resolve issues to keep loans on schedule
Coordinate product and program update sessions, partner events, lunch-and-learns, and networking mixers
Engage in business development and relationship-building activities outside the office
Track partner activity, leads, referrals, and follow-ups in the company CRM
Attend industry and community events to promote the iServe brand
Work with marketing to develop co-marketing materials and campaigns
Monitor competitor products, pricing, and market trends and share feedback with management
Refer consumer loan inquiries to licensed loan officers and avoid taking consumer loan applications or negotiating consumer rates or terms
Use marketing channels including social media and email campaigns
Maintain knowledge of rates, products, company policies, regulatory requirements, underwriting guidelines, company tools, and the Third-Party loan process
Perform other duties as assigned

Requirements

What you’ll need

Minimum one year of experience in sales, marketing, customer service or business development
Experience in wholesale or Third Party Origination (TPO) lending, account management, or loan processing/operations preferred
Basic knowledge of PCs and related Microsoft Office applications
Working knowledge of a loan origination system (LOS) and product and pricing engine (PPE) preferred
Ability to travel within the assigned territory
Some college coursework in business or finance preferred
Self-motivated with strong desire to succeed
Detail oriented with ability to multitask
Strong interpersonal and communication skills
Must be goal oriented
Professionalism and integrity are essential
Ability to read and interpret marketing materials, business correspondence, and company and departmental policies and procedures
Strong ability to communicate effectively to customers, vendors and employees of the company
Basic mathematical skills
Strong ability to apply common sense understanding to carry out instructions furnished in written or oral form
Ability to problem solve under a variety of situations and circumstances